Sarah Sikorski, CPA, CFP®
DIRECTOR, WEALTH MANAGEMENT
Recent Posts
Featured Post:
Shell GESPP: Everything You Need to Know about The Shell Shares Plan
Shell Oil's employee stock purchase plan is called the Global Employee Share Purchase Plan (GESPP).An Employee Stock Purchase Plan is a benefit that allows employees to purchase company stock at a...
How to Select Retiree Medical Health Benefits for BP Professionals
by Sarah Sikorski, CPA, CFP®
November 25, 2025
When to Hire a Financial Advisor and When You Shouldn’t
by Sarah Sikorski, CPA, CFP®
June 27, 2025
How to Evaluate BP Disability Insurance Costs & How Much You Need
by Sarah Sikorski, CPA, CFP®
March 18, 2025
Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP
by Sarah Sikorski, CPA, CFP®
March 04, 2025
BP HSA Tax Benefits & Investment Strategies To Consider in Open Enrollment
by Sarah Sikorski, CPA, CFP®
January 23, 2025
How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions
by Sarah Sikorski, CPA, CFP®
January 23, 2025
How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings
by Sarah Sikorski, CPA, CFP®
November 25, 2024
How to Use Cash Reserves as an Emergency Fund for Retirement
by Sarah Sikorski, CPA, CFP®
January 26, 2022
Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates
by Sarah Sikorski, CPA, CFP®
January 06, 2022

